Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.3M | 1.4B | 2.0% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 5.4M | 1.2B | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.1M | 1.1B | 1.6% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 3.9M | 871.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.6M | 580.0M | 0.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.6M | 573.6M | 0.8% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.4M | 540.9M | 0.8% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 2.1M | 474.7M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.9M | 414.8M | 0.6% |
| Fidelity Magellan Fund | Feb 28, 2026 | 1.8M | 406.2M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.